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Tools for Running an Effective Nonprofit - Shared screen with speaker view
Randy Winn
33:46
Hiya! Randy from West Seattle Time Bank. Happy to be here!
Lowell Wyse (he/him)--Tacoma Tree Foundation
34:22
Hey everyone! I’m Lowell Wyse, executive director at Tacoma Tree Foundation. Joining from the City of Destiny. 😃
Kelly (she/her) SFMA
35:43
Hi All! My name is Kelly from the Seattle Farmers Market Association!
*3, 6, Julia Hunter (she/her) Washington Nonprofits
35:56
Welcome everyone! You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf
*3, 6, Julia Hunter (she/her) Washington Nonprofits
36:39
And here is the link to the presentation with a section for notes: https://mcusercontent.com/b98650ebcf9f04e6615b76080/files/e8ae4827-74c0-4cf6-83df-85efb569a945/Tools_Virtual_Slide_Deck_.pdf
2 5 Presenter Rory Bowman
39:54
WANT TO KNOW
Tamsen Spengler (she/her), Seattle, Wa, President and Founder
40:15
how to be sustainable and viable
Danielle King
40:20
most effective fundraising
toni
40:23
want to know how to protect my staff
Joy Moody
40:25
An effective starting point
Stephanie Sherry She/Her LSCFB
40:35
Best practice to create a sustainable organization that adapts to the need of our community
Lowell Wyse (he/him)--Tacoma Tree Foundation
40:47
financial strategies
Josh Peterson - CDCAC
40:50
economic feasibility analysis
Moriah Gonzales
40:55
how to improve program systems
Colleen Donovan, WSFMA
41:04
minimum size (FTEs) needed for a nonprofit to be able to sustain full-time staff with professional compensation.
2 5 Presenter Rory Bowman
41:19
WHAT TO BE ABLE TO DO (hands)
Tamsen Spengler (she/her), Seattle, Wa, President and Founder
41:44
receive funds to hire a coordinator
Stephanie Sherry She/Her LSCFB
41:48
Implement what I have learned and cross train, employees and volunteers
toni
41:51
effectively help our families
Randy Winn
41:54
Assess and improve balance of overhead vs. functional work
Josh Peterson - CDCAC
42:02
submit outline to obtain 501c3
Joy Moody
42:13
Approach Board with a plan for structure and movement
Lowell Wyse (he/him)--Tacoma Tree Foundation
42:35
understand the organizational management side
2 5 Presenter Rory Bowman
43:15
WANT TO FEEL (heart)
Lowell Wyse (he/him)--Tacoma Tree Foundation
43:30
empowered
Josh Peterson - CDCAC
43:45
confident
Joy Moody
43:46
Driven
Tamsen Spengler (she/her), Seattle, Wa, President and Founder
43:48
inspired
Stephanie Sherry She/Her LSCFB
43:48
peace
Jade Swor (any pronoun) Metamimicry
43:49
more self assured as an executive director
Moriah Gonzales
43:50
motivated
Grace Stiller, she/her
43:50
confident!
toni
43:57
families successful
Kelly (she/her) SFMA
44:00
grounded
1 4 Ginny Lang
44:09
• Further materials in every area at https://www.wanonprofitinstitute.org
*3, 6, Julia Hunter (she/her) Washington Nonprofits
44:47
You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf
*3, 6, Julia Hunter (she/her) Washington Nonprofits
44:59
You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf
toni
45:26
childcare
2 5 Presenter Rory Bowman
45:40
If your organization is a car, what kind would it be?
Joy Moody
45:48
Sprinter Van
Stephanie Sherry She/Her LSCFB
50:40
old beater truck with a good engine
Jade Swor (any pronoun) Metamimicry
51:25
we are an environmental nonprofit so i guess we would be more a bicycle rather than a car
*3, 6, Julia Hunter (she/her) Washington Nonprofits
51:36
Love that!
Moriah Gonzales
51:48
I said somewhere between a bus and a sports car, because we are very enriched in the community and team oriented but also moving very fast
Lowell Wyse (he/him)--Tacoma Tree Foundation
51:59
We are a Zip car shared vehicle—a great community resource that a lot of people don’t know about yet!
*3, 6, Julia Hunter (she/her) Washington Nonprofits
52:36
Strategic Planning in Nonprofits toolkit: https://www.wanonprofitinstitute.org/planning/
Grace Stiller, she/her
52:57
electric Humvee - we're an environmental non-profit
*3, 6, Julia Hunter (she/her) Washington Nonprofits
54:15
You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf
2 5 Presenter Rory Bowman
55:36
Draw a picture
2 5 Presenter Rory Bowman
55:41
Write a headline
2 5 Presenter Rory Bowman
55:52
What are the beginning, middle and end parts of your story?
Danielle King
01:03:26
Thanks Randy!
Jade Swor (any pronoun) Metamimicry
01:04:11
People without microphones should probably be in the same breakout room
Lowell Wyse (he/him)--Tacoma Tree Foundation
01:04:57
“Tacoma Urban Forest Growing for the First Time: Non-Profit Helps City Reverse Decades of Decline”
Myra Rintamaki
01:08:42
LION HEART HEROES FOUNDATION: we are headed toward maturity.
Sherri Gangitano
01:09:33
SVCA is in early adolescents stage...we are working on 501C3, website development, REACT program formation and more
*3, 6, Julia Hunter (she/her) Washington Nonprofits
01:12:17
Nonprofit snapshot document: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/60d47409-550d-43eb-bc86-6edaff83237c/Nonprofit_Snapshot.01.pdf
Randy Winn
01:12:46
I was a casual members of a tiny local chapter of nonprofit (maybe $6k a year budget) that was given about a million$ in resources when a member died and left them two houses. It was a disaster b/c nobody knew how to handle the money responsibility, and did not want to admit they were over their heads. Ultimately the national org had to take over but it was way too late to recover a lot of lost resources.
Randy Winn
01:13:24
(It is *not* my current nonprofit)
Tamsen Spengler (she/her), Seattle, Wa, President and Founder
01:15:12
Answering all of those components would develop your operational manual
Grace Stiller, she/her
01:15:42
Rory and all, BECU grants have those types of funding goals built into the grant application.
2 5 Presenter Rory Bowman
01:16:21
Good grantors will often ask about capacity, and questions that focus on capacity and vision, to be sure.
Tamsen Spengler (she/her), Seattle, Wa, President and Founder
01:17:00
I do not here Rory
Joy Moody
01:17:06
“What we can improve quickly to make a greater impact"
*3, 6, Julia Hunter (she/her) Washington Nonprofits
01:17:16
You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf
2 5 Presenter Rory Bowman
01:24:24
https://www.wanonprofitinstitute.org/legal/
2 5 Presenter Rory Bowman
01:25:04
Duties of care, loyalty and obedience.
*3, 6, Julia Hunter (she/her) Washington Nonprofits
01:25:09
Join us for the free Finance Unlocked for Nonprofits (FUN) webinar next week! Register here: http://washingtonnonprofits.secure.nonprofitsoapbox.com/fun-2021-10-19
2 5 Presenter Rory Bowman
01:25:13
https://www.wanonprofitinstitute.org/boards/
*3, 6, Julia Hunter (she/her) Washington Nonprofits
01:25:47
And the next free Let’s Go Legal webinar will be in November. Register here: http://washingtonnonprofits.secure.nonprofitsoapbox.com/lgl-2021-11-17
2 5 Presenter Rory Bowman
01:30:01
Videos and other resources at https://www.wanonprofitinstitute.org/legal/
2 5 Presenter Rory Bowman
01:31:37
It helps tremendously to create an organizational calendar with these dates clearly marked: annual report, charity filing, IRS form 990, etcetera.
2 5 Presenter Rory Bowman
01:35:37
It is wise to collect documents in a way that is accessible to all board members, whether that is a physical notebook or online repository such as a Google Drive.
Annette Crespo
01:36:46
See these resources here: https://mailchi.mp/f02caad81a8a/workshop-resources-to-get-you-ready-896325?e=%5BUNIQID
2 5 Presenter Rory Bowman
01:39:25
Breakout options. Please rename yourself to indicate which breakout sessions you would like to attend: one from 1-3 and a second from 4-6.
2 5 Presenter Rory Bowman
01:39:30
Options:1. Budget2. Bylaws3. 3 Duties4. Internal Controls5. Corporate Records6. IRS Form 990
Beck She/ they
01:40:49
Im sorry I have to leave early. Thank you I am so excited to use the Pathway documents to continue setting a foundation!
2 5 Presenter Rory Bowman
01:41:13
If you don’t choose a number, Annette will assign you to an interesting group, based on group size and balance.
Gathering Roots
01:41:38
1
LCLT Admin
01:41:47
Bylaw group
toni
01:41:51
1, 4,6
Gathering Roots
01:42:32
1,4,5
toni
01:42:39
Meant 1,4,5!
Gathering Roots
01:42:59
I am not in room 1
Gathering Roots
01:43:05
Please room 1
1, 4, 5 Sherri Gangitano
01:43:23
Room 1, 4 and 5
Joy Moody
02:09:16
Details about record keeping and thorough documentation
toni
02:09:36
Nice to have practical steps to move forward...thanks Rory
2 5 Presenter Rory Bowman
02:09:47
Very welcome, Toni.
Joy Moody
02:10:09
Having records accessible to everyone at all times keeps all members accountable.
2 5 Presenter Rory Bowman
02:11:00
Some records may be available only to board, for various reasons, but knowing WHERE the records are and WHO has them helps enormously.
2 5 Presenter Rory Bowman
02:11:10
It’s easy to destroy records, but hard to recreate them.
1-3 Bob Linz, Sequim, Non profit coach
02:13:04
A responsive ED who responds quickly to any request for more information (background materials; minutes, etc) builds trust and rapport with everyone involved.
toni
02:13:48
got a calendar list of what "Rory just said?
Joy Moody
02:14:18
Care
1-3 Bob Linz, Sequim, Non profit coach
02:14:30
Confidentiality which falls under “care.”
2 5 Presenter Rory Bowman
02:14:35
Some things to put on the annual calendar include: annual report, charity report, board elections, officer selection, budget creation, fundraising events, state filings such as B&O, Form 990.
2 5 Presenter Rory Bowman
02:15:05
Bylaw review naturally follows board elections, as do officer elections to be submitted as annual report.
Joy Moody
02:15:12
I chose care because it seems to be the compass for all other things
2 5 Presenter Rory Bowman
02:15:54
Find sample documents at https://duckduckgo.com/?q=boards+in+gear+washington+nonprofits&t=osx
toni
02:15:55
You both gave great lists....just tooo fast to write!
2 5 Presenter Rory Bowman
02:16:05
https://www.wanonprofitinstitute.org/boards/, rather
1,4,5
02:16:37
yaya
4 Grace Stiller, she/her
02:16:41
Also important is the DoR business lic renewal
2 5 Presenter Rory Bowman
02:17:20
Yes, Grace! Plus any municipal reports, and things such as county property taxes, vehicle registrations, insurance payments and so on.
2 5 Presenter Rory Bowman
02:18:30
Preview vision and planning materials at https://www.wanonprofitinstitute.org/planning/, on strategic planning.
toni
02:20:13
I LOVE the calendar idea! ….You know....for the senior moments!
1 4
02:20:44
for me it is planning for transition as employees leave and are hired
2 5 Presenter Rory Bowman
02:20:48
Self-evaluation form at https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/60d47409-550d-43eb-bc86-6edaff83237c/Nonprofit_Snapshot.01.pdf covers some of what we did today and looks forward to next time.
Joy Moody
02:22:56
I am excited about getting out there- hands on in collaborating with education programs
2 5 Presenter Rory Bowman
02:25:30
Ginny and I will stay around as long as people wish today.
1 4
02:26:04
Please send to me too
toni
02:26:17
let's see YOUR calendar Rory!
toni
02:26:39
can't see the eval
Joy Moody
02:27:00
Thank you!
2 5 Presenter Rory Bowman
02:27:11
It varies between organizations, but I usually do it in the form of a clock: 12 hours plus 12 months, then asking people to contribute what they think needs to be on it. This is an excellent thing for an executive committee to do, Toni, introducing to new board members AND membership.
toni
02:27:44
Thanks for the info and your time! See you next time!